
Inventory Transaction Detail
The Inventory Transaction Detail object in Cloudy Business Ops 360 captures granular, transaction-level details of inventory movements and allocations. It serves as the audit trail of inventory operations, recording quantities received, issued, damaged, reserved, or allocated for a specific item in a specific location (warehouse and storage bin).
This object is essential for tracking the lifecycle of inventory, enabling businesses to analyze stock movements and reconcile physical counts with system records.
Use of Inventory Transaction Detail in Cloudy Business Ops 360
The Inventory Transaction Detail object plays a critical role in:
- Transaction-Level Visibility – Recording each movement of stock (inbound, outbound, transfer, adjustment).
- Traceability – Tracking when stock was received, its age, expiration, and allocation history.
- Compliance & Auditing – Maintaining a detailed history of stock movements for financial and operational audits.
- Allocation Management – Storing quantities allocated for sales orders, manufacturing, or incoming shipments.
- Quality & Shelf-Life Control – Using Manufacturing Date and Expiration Date to ensure stock rotation (FIFO/LIFO) and prevent expired goods from being shipped.
Example Use Case
- Scenario: A batch of 100 units of an item is received into inventory.
- Inventory Transaction Detail Record:
- Total Received Quantity = 100
- Manufacturing Date = 01-Jan-2025
- Expiration Date = 01-Jan-2026
- Available Quantity = 95 (5 are reserved for an order)
- Unallocatable Reason = Blank (since all are good stock)
- Total Received Quantity = 100
Later, 10 units were found damaged.
- Update:
- Total Damaged Quantity = 10
- Available Quantity automatically recalculates to 85.
- Total Damaged Quantity = 10
This ensures the system has a complete transaction-level record of what happened to this batch of inventory, enabling accurate reporting and decision-making.